Investment Q&A

Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?

Q: I am concerned about Badger Daylighting . I keep reading news articles that the rig count in the US keeps dropping and some layoffs in US in oil/gas industry. I realize that a lot of their business is with utilities but a portion is still with oil/gas. Your thoughts please. Buy more, sell or hold? Thanks.

Q: On Dec 13 Chevron,the big partner in LNG in kitmat,B.C. wants to sell its stake.Reportedly some work had started on the site by ACTO etc.How will it affect BAD? Txs for u usual great services & views

Q: Hi. If I wanted to reduce the number stocks in your suggested balanced portfolio from 24 to 15 stocks, what should be the core 15 stocks? Thanks.

Q: I have $40,000 to invest in my rrif and am considering $10,000 in each of these companies. Do you have any concerns with any of them?
I'm not concerned about dividend income for these and am concentrating on growth!
Ed in Montreal

Q: We hold two Canadian banks, Shopify, Lightspeed, Brookfield infrastructure, and are looking to add one or two Canadian medium risk growth stock. We are well covered in US tec. Can you suggest a name or two? Your past suggestions have most beneficial.

Q: Hi Peter, Ryan, and Team,
My wife needs to convert her RRSP to a RRIF. She presently holds BAD (still up 82%) and SIS (presently down 17%). We're considering selling BAD and buying more SIS in order to reduce the number of holdings and to be able to replace a stock that appears to be on a downward trajectory (BAD) with one that seems to have gained momentum (SIS). Please comment on this strategy, and thanks in advance.

Q: Hi there, now that it's been a few days since the Q results, would you take a new position in Badger or would you wait to see how the price continues to settle into next week? Usually how long is a good "cooling off" period between a sell off and when the price settles in?

Thanks!

Q: Hi, Quarterly results missed all estimates for the second quarter in a row. The stock was added to Balanced Portfolio, 6-8 weeks ago at $39.90, with the thesis that it was just one bad quarter and it was time to start a position. Your advice has been to stay course as strong growth is expected over next 2 years, even after today's earnings release. Apparently, market does not agree. What influenced your decision to add this stock to the 5i Portfolio and do you still support it despite its dismal performance and 30% loss in value in just one day. Thank you

Q: Old you please comment on Badger earnings. Did it warrent a 18% drop in price today?
What are the prospects going forward? Buy, sell, Hold?

Q: Hi there, Badger is dropping on a weak Q. Would you recommend stepping in here? If so, would it be a full or half position? Thanks!

Q: Hi, your comments on Badger's quarter,please. Looks like they missed the estimates again. Do you see any silverlining in the earnings release ? Thnaks

Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.

Q: Hi, could you please post the earnings estimates for these companies. Thanks

Q: Hi, Badger Daylightinh was added to Balanced Portfolio recently, as it dropped from its high after last quarter's soft results, which you characterized as " one time". Induatrial alliance today downgraded the energy services sector as well as diversified energy companies, expecting more misses in coming quarter. BAD's was a Hold and its price target was dropped to $43 from $46. Lower rigs utilization south of the border was cited as one of the reasons.
My question is that BAD appears to be lumped with energy services sector, for its valuation and growth prospects, although most of its clients are in utilities sector. If this continues to be the case, how do you see BAD separating itself from energy services pack and receiving a more appropriate multiple. Do you expect this to be an ongoing overhang and if so, does it deserve a place in Balanced Portfolio ? It was added to the portfolio at $39.90 ( I think). Is it prudent to just take a smal loss and move on? Thanks

Q: Any valid reason why BAD has been on a downward trend over the last 3 months and lost more than 20%?

Q: Hi, Would you have any insight into Badger Daylight ? Stock moved up nicely and traded upto $43, after being added to Balnced Portfolio. But has declined regularly for past few weeks. It was indicated that a large part of Badger's customers are utilities and by extension, stock should have gained more interest ? Thanks

Q: in my unregistered account have these four: BNS, CSU,ENB and KXS. I would like to add one stock. can you recommend a couple choices please?

Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.

Q: Looking at adding one of these two to a diversified RSP. At this time, which way would you lean, and why, please . Many thanks as always.